SRVEX Mutual Fund

SRVEX Mutual Fund

NAV$27.27
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Returns Overview

1 Month
+1.27%
3 Months
+2.39%
6 Months
+9.65%
YTD
+11.60%
1 Year
+22.58%
3 Years (annualized)
+22.04%
5 Years (annualized)
+13.96%
10 Years (annualized)
+14.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRVEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.60%
Peer Avg (YTD)
+11.21%
vs Peers
+0.38%

SRVEX Mutual Fund Performance

SRVEX performance across multiple time periods: 1-month 1.27%, YTD 11.60%, 1-year 22.58%, 3-year 22.04%, 5-year 13.96%, 10-year 14.55%.

SRVEX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

SRVEX vs another fund shows side-by-side returns. SRVEX alternatives are available in the Mutual Fund Screener.